Delta Investment Management’s Apollo Global Management APO Stock Holding History

Delta Investment Management’s Portfolio APO Stock Details APO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-2,777	Closed	-$370K	–	282
2025 Q3	$370K	Buy	+2,777	New	+$393K	0.07%	182
2022 Q1	–	Sell	-28,747	Closed	-$2.08M	–	145
2021 Q4	$2.08M	Buy	+28,747	New	+$2.07M	0.6%	49
2020 Q1	–	Sell	-54,863	Closed	-$2.62M	–	112
2019 Q4	$2.62M	Buy	+54,863	New	+$2.34M	0.95%	23

Other funds holding APO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Delta Investment Management's APO Position: Q4 2025 in Review

Delta Investment Management sold out of Apollo Global Management (APO) in Q4 2025, closing a stake of 2,777 shares — an estimated $370K sold.

Delta Investment Management first reported a position in APO in Q4 2019 and held it in 3 quarters. The position peaked at $2.62M in Q4 2019. 1,208 funds tracked by Wall St. Rank hold APO as of Q4 2025.

Delta Investment Management reported no remaining Apollo Global Management position as of Q4 2025 after selling out during the quarter.
Delta Investment Management sold 2,777 Apollo Global Management shares in Q4 2025, an estimated $370K.
Delta Investment Management first reported a position in Apollo Global Management in Q4 2019 and held it in 3 quarters.
Delta Investment Management's Apollo Global Management position peaked at $2.62M in Q4 2019.
1,208 funds tracked by Wall St. Rank held Apollo Global Management as of Q4 2025.

Based on Delta Investment Management's 13F filing for Q4 2025, filed 30 Jan 2026.